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AXON position history

The shares of Axon Enterprise (AXON) that Atreides Management, LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 62,901 shares, $33M, 1.0% of portfolio, New
  2. 2025 Q2: 52,254 shares, $43M, 1.2% of portfolio, Reduce −16.9%
  3. 2025 Q3: 36,461 shares, $26M, 0.51% of portfolio, Reduce −30.2%
  4. 2025 Q4: 105,469 shares, $60M, 0.73% of portfolio, Add +189.3%
  5. 2026 Q1: 102,095 shares, $43M, 0.87% of portfolio, Reduce −3.2%
  6. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders